See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $353,620 | $179,726+96.8% | $156,263+126.3% | $142,382+148.4% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.9%+11.1pp | 80.1%+9.9pp |
| Annual return | 16.42% | 77.86%-61.4pp | 59.47%-43.0pp | 217.08%-200.7pp |
| Employer contribution / active EE | $5,572 | $5,069+9.9% | $4,333+28.6% | $4,299+29.6% |
| Participant deferral / active EE | $16,067 | $6,956+131.0% | $6,158+160.9% | $6,507+146.9% |
| Admin fee / account holder | $1,205 | $17,272-93.0% | $14,255-91.5% | $12,624-90.5% |